Archives: Questions And Answers
Hi James,
I found one section of your previous version of this report more instructive, specifically the last section which highlighted the days performance of the MOST WIDELY HELD STOCKS. This helped communicate a wider view of the markets most influential stocks and sectors of which I and I suspect most of your members have holdings including stocks held due to your excellent analysis. The new format detailing the top and bottom 10 performers for all companies with a capital base of greater that $500 Million (that’s my assumption of the basis for this chart) covers a very broad set of companies and in truth contribute little to no insight in terms of my portfolio as I have a clear and focused investment strategy. I put my view forward to seek a review of your new formats logic on this one issue, not all change delivers value. I am overall very impressed with your ongoing improvements.
Thanks for your ongoing brilliant advice, even though I still can’t work out what ‘fade’ means. On 25 Aug you suggested that PPT’s new bid for PDL was worth $5.63 (I think that’s what you implied), and in fact PDL did move up to $5.60 on that same day, but only very briefly (unfortunately I didn’t have a Sell order on at $5.60).
I have been investing for many years and have been able to ride the highs and lows reasonably successfully.
Hi James,
Please advise on the takeover of MACA by Thiess at $1.025. Market price is currently $1.065.
If US markets – and technology stocks – come off in the next few days/weeks, what are your top big US tech stocks to buy and what prices or ranges would you have in mind as an entry point?
Hi James, on 28/10/20 you commented “we have a new tech analyst at Shaw, Jules Cooper who comes very well regarded. He’s just initiated coverage on a number of small / mid cap ASX software businesses including: BUY recommendations on; FINEOS (FCL, $5.84 PT).”
